The Augmented Advisor podcast, presented by Blueleaf, is a weekly show hosted by Mike Langford and John Prendergast.
The show is designed to help independent financial advisors, RIAs, and broker-dealers discover opportunities to make their businesses more efficient, effective, and profitable while better serving their clients in the process.
In each episode some of today's brightest minds in finance, technology, marketing, and the wider world of business will join John and Mike for an exploration of new ideas that we think you will find interesting and useful in your business.
Investing During A Period Of Volatility And Disruption
Michael Lane, Head of US Wealth Advisory at iShares by BlackRock shares his unique perspective and insights on how financial advisors can better serve their clients during this time of high inflation, increased market volatility, and great uncertainty.
The core of Michael’s approach is simple… and that’s just what we need in this uncertain time. Clients will tell you who they are and what they need if you approach them with the right mindset. From there you will likely discover not only how to help your clients more effectively, but also a new world of opportunities to grow your business.
Serving the Family: How Financial Advisors Can Attract Extended Family and Retain Heirs as Clients
Andrew Crowell, Vice Chairman, Wealth Management, D.A. Davidson & Co explains that the path to growth and long-term success for most financial advisors is sitting right in front of them. The children, grandchildren, and other members of the extended families of your clients are the surest path to growing a thriving business.
In this episode, Andrew shares several strategies and simple techniques that financial advisors can use to attract and retain new business sourced from the family networks of your existing client roster.
How Financial Advisors Can Leverage Self Directed IRAs to Deliver True Holistic Advice And Get Paid
Henry Yoshida, CEO of Rocket Dollar shares the untapped potential of self-directed IRAs for today’s financial advisor. While most advisors are aware that self-directed IRAs exist, relatively few are leveraging them to help their clients invest in the growing universe of alternative assets such as crypto, NFTs, angel investments in startups, real estate, or… wait for it…. COWS!
In this episode, you will learn how easy it is to set up and manage a self-directed IRA for your clients and how to get paid for the new wealth management offering.
How Delivering Services Beyond Financial Advice Can Help You Grow And Retain Your Client Base
Lacy Garcia, Founder and CEO of Willow offers some brilliantly simple ideas for financial advisors looking to grow their business while securing the legacy of the firm they have built to date. By going beyond financial advice and creating new, opportunities for your clients, prospects, and referral partners to interact, Lacy says you can create a unique, growth-oriented community that will thrive for generations to come.
New Account Aggregation Approaches Are Creating Fantastic Opportunities For Financial Advisors
Your ability to deliver high-quality financial advice to your clients depends greatly on the completeness and quality of the information you have about their financial lives. As Jason O’Shaughnessy, Head of International Business at Envestnet | Yodlee explains, the Open Finance movement is creating new opportunities for financial advisors and clients alike.
Once a clunky and manual process, account aggregation is now moving to a system that is more reliable and more accurate. And this same connectivity, made possible by companies like Envestnet | Yodlee is opening the door for new services.
How Personalized Portfolios Powered By AI And Machine Learning Are Helping Financial Advisors Attract Millennial And Gen-Z Investors
Younger investors are critical to the future of your business as a financial advisor. According to our guests, Runik Mehrotra and Samir Vasavada, Co-Founders of Vise, members of the Millennial and Gen-Z generations are set to inherit $68 trillion in the coming years while they also build their own wealth. Yet, these younger investors have dramatically different expectations than their Gen-X and Boomer counterparts.
In this episode of The Augmented Advisor Podcast, we hear how the team at Vise is leveraging artificial intelligence and machine learning to help advisors build hyper-personalized portfolios for their clients.